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iShares Russell 1000 Value ETF

1,504 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 482 increasing their positions, 545 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.87%
Holding in Top 10
88
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
85
Increased
482
Reduced
545
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
926
TrueWealth Advisors
Alabama
$550K +$349 +2 +0.1%
CCT
927
Capital City Trust
Florida
$550K -$8.03K -46 -1%
LWL
928
Leo Wealth LLC
Texas
$547K -$80.1K -459 -13%
MAS
929
Meeder Advisory Services
Ohio
$544K +$20.4K +117 +4%
CFS
930
Cannon Financial Strategists
Georgia
$541K -$2.79K -16 -0.5%
TCM
931
Towercrest Capital Management
Pennsylvania
$540K -$5.23K -30 -1%
BFWA
932
Benchmark Financial Wealth Advisors
Florida
$538K -$100K -573 -16%
FTWA
933
Fifth Third Wealth Advisors
Ohio
$532K +$231K +1,322 +76%
QPWM
934
Quadrant Private Wealth Management
Pennsylvania
$529K
ECA
935
Elevated Capital Advisors
Utah
$528K -$10.6K -61 -2%
FIA
936
Foundations Investment Advisors
Arizona
$528K -$46.8K -268 -8%
SA
937
Skyline Advisors
Washington
$528K +$2.09K +12 +0.4%
MWM
938
Modern Wealth Management
Kansas
$526K +$526K +3,016 New
BCM
939
Buckhead Capital Management
Georgia
$523K
WPC
940
Wedmont Private Capital
Pennsylvania
$523K +$151K +845 +41%
EWA
941
Exencial Wealth Advisors
Oklahoma
$523K +$14.7K +84 +3%
CIM
942
Confluence Investment Management
Missouri
$522K +$522K +2,994 New
FTC
943
Farmers Trust Company
Ohio
$518K
OPW
944
Oxler Private Wealth
New York
$518K +$1.57K +9 +0.3%
SCM
945
Schnieders Capital Management
California
$518K
CNC
946
Citizens & Northern Corp
Pennsylvania
$518K
AWM
947
AAF Wealth Management
Massachusetts
$516K +$29.8K +171 +6%
IFWM
948
Institute for Wealth Management
Colorado
$514K +$97.9K +561 +24%
MCC
949
Money Concepts Capital
Florida
$512K -$9.25K -53 -2%
OHWP
950
Oak Harbor Wealth Partners
North Carolina
$511K